How to Use Hubspot Security Health to Protect Your Account

Keeping your Hubspot account secure is critical when you store customer data, emails, and sales information in one place. The Security Health tool gives you a guided way to find risks, understand what they mean, and apply fixes across your users and settings.

This guide explains how to open Security Health, review each recommendation, and improve your overall security posture step by step.

What is Hubspot Security Health?

Security Health is a built-in dashboard that scans your account and highlights potential security issues. It focuses on the settings and user behaviors that affect the safety of your data.

From this dashboard, you can:

• See an overview of your account’s security risk level.
• Review recommended changes to strengthen protection.
• Act directly from each recommendation card.
• Track progress as you resolve issues.

The tool does not replace your organizational security policies, but it gives you a clear starting point to harden your Hubspot environment.

How to Access the Hubspot Security Health Tool

Only certain users can access Security Health. You must have the required permissions in your account.

Step-by-step access in Hubspot

1. Sign in to your account as a user with super admin or equivalent security permissions.
2. In the main navigation bar, click the Settings icon.
3. In the left sidebar menu, go to Account Setup (or the relevant account section available).
4. Select the Security Health area from the security or account security section.

When the page loads, you will see your current security status along with a list of recommendations.

Understanding the Hubspot Security Health Overview

The top of the Security Health page shows a summary of your account’s current security state.

Typical elements include:

• Risk summary: A high-level indication of whether your account has low, medium, or higher risk.
• Total recommendations: The number of issues or improvements identified.
• Completed improvements: How many recommendations have already been resolved.

This overview helps you prioritize where to focus first, such as critical items that expose login or access risks.

Types of Hubspot Security Health Recommendations

Each recommendation in the dashboard is based on checks that scan your users and account configuration. While specific checks may evolve over time, Security Health typically focuses on:

• Authentication settings (for example, login rules or advanced security controls).
• User access and permissions (who can see or edit sensitive data).
• Account-level protections such as audit and oversight settings.

Recommendations appear as cards or rows, each describing one issue or suggestion and offering ways to fix or improve it.

How recommendations are structured in Hubspot

Each recommendation usually contains:

• Title: A short description of the security issue or best practice.
• Risk or impact explanation: Why this issue matters and what could happen if it is not addressed.
• Suggested action: A button or link to open the relevant settings page.
• Status: Whether the recommendation is unresolved, in progress, or completed.

This structure makes it easier to understand both the problem and the exact settings you need to adjust.

How to Fix Issues in Hubspot Security Health

Use the Security Health tool as a workflow: review every recommendation, decide its priority, and apply the changes directly from the interface.

Step 1: Review each Hubspot recommendation

1. Scroll through the list of recommendations on the Security Health page.
2. Open each item to read the details and impact description.
3. Identify any items that mention high risk, access to sensitive data, or login security. Treat these as higher priority.

Step 2: Apply the recommended changes

1. Click the action button or link on the recommendation card. This usually opens the relevant settings page in a new view.
2. Adjust the setting as directed by the recommendation. Examples can include:
   • Turning on stronger authentication options where available.
   • Updating user roles to reduce unnecessary access.
   • Revising account-wide policies to align with internal standards.
3. Save your changes in the settings page.

Step 3: Confirm resolution inside Hubspot

1. Return to the Security Health page.
2. Check that the recommendation is now marked as resolved or completed.
3. If the status does not update immediately, refresh the page or wait for the next automatic check.

Continue this cycle until you have addressed all high and medium priority items.

Best Practices for Using Hubspot Security Health

To get full value from Security Health, treat it as an ongoing security review, not a one-time task.

Schedule regular security reviews

• Review Security Health monthly or after major changes, such as onboarding a large group of new users.
• Include a quick Security Health check in your admin checklist whenever you update login or access policies.

Combine Hubspot checks with internal policies

Security Health focuses on what can be configured inside your account. Combine it with your organization’s broader policies by:

• Documenting which recommendations are mandatory for all teams.
• Aligning permission changes with data privacy and compliance rules.
• Recording exceptions and approvals for any recommendations you decide not to implement.

Educate admins and team leads

Make sure every admin who manages your Hubspot instance understands the Security Health dashboard:

• Share a brief internal guide on how to access the page.
• Assign ownership so someone is clearly responsible for monitoring and resolving issues.
• Encourage team leads to review access levels in their departments regularly.

Where to Learn More About Hubspot Security

For the latest technical details and any new Security Health features, always review the official documentation. You can find the original reference article at Hubspot Security Health documentation.

If you want help designing a broader security and CRM governance strategy, you can also consult specialists. For example, Consultevo offers consulting services around CRM platforms, security, and process optimization.

Summary: Keep Your Hubspot Account Secure Over Time

The Security Health tool is a central place to monitor and improve the protection of your Hubspot account. By accessing the dashboard regularly, reviewing each recommendation, and applying guided fixes, you reduce the chance of unauthorized access or misconfigured permissions.

Make Security Health part of your recurring admin process, align it with your internal policies, and keep your team educated on why these checks matter. That way, your account remains a safer home for your customer and business data.

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